Investor Access

Investor Access is Raymond James’ client website that enables your clients to view their statements and account information online, 24/7. You can have a link to Investor Access added to your personalized website so that clients visit your site when they need to access their accounts. Some additional features of Investor Access include:

• Document Delivery Options – Clients can have a variety of delivery options to choose from.
• Quicken and TurboTax – Account Downloads - Clients can import account information into Quicken or TurboTax.
• Online Account Access – Investor Access' basic features allow clients to tailor their account views to the format that is most convenient for them.
• Online Trading – With branch-manager approval, clients can access online trading upon request.
• Security – The use of risk-based authentication and client self-enrollment allows clients to view their account information in a secure environment.
• Online Branding – Investor Access will showcase your contact information, photo and website address when your clients visit Investor Access.